Support Topic: CRM IntegrationHow to Set Up Influence Health CRM Integration

This article will help you to set up your Influence Health CRM integration. If you have purchased both the Persuade and Predict products from Influence Health, this integration is a real-time API integration and it will be configured within the Management Portal. If you have only purchased the Predict product, contact our team to set up a batch process integration. Real-time API integration is only available today through the Persuade platform.

What You Need

• Contact information for your Influence Health Client Partner
• Your login username and password to the Management Portal

Part 1: Request Your “Agency ID” from Influence Health

Contact your Influence Health Client Partner and request your Agency ID  This is a special code that identifies your organization’s Influence Health account and authorizes Medicom Health to send data to your account.

Part 2: Add the Influence Health Integration to Your Management Portal

1. Log in to the Management Portal at https://portal.evaliahealth.com.
2. Click the ink icon in the upper right corner of the screen.

3. Click the “+ Add Partner Integration” link above the table displayed on the page.

4. Select the “Connect” link for Influence Health.
5. Enter the Agency ID that was provided by Influence Health into the field on the page.

5. Review and accept the HIPAA data security agreement, then click Save.

Part 3: Add Influence Health Integration for Each Health Assessment

Once you have set up your Influence Health Integration for your account, you will need to attach each Profiler that you would like to have send data to the Influence Health CRM system. You can do this in the Follow-up Plan section of the Management Portal.

1. Log in to the Management Portal at https://portal.evaliahealth.com.
2. Select the “Follow-up” tab from the menu bar on the page.

3. Choose the Health Assessment that you would like to connect to Influence Health on the left side of the screen.
4. On any risk level, scroll to the bottom of the page to find the “Integrations” section and click “Edit” in the upper right corner of the section.

5. Select “Add Integrations” and pick “Influence Health” from the drop-down list.

6. Click “Save” to save the changes.
7. Repeat steps 3-7 for each Health Assessment that you would like to link to your Influence Health CRM system.

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